Meet the Team

Jon R. Lee was born and raised in Sarasota, Florida. Mr. Lee's roots run very deep in Sarasota, his mother Marilynn attended Sarasota High School and his father Dick graduated from Manatee High School. Jon graduated from Sarasota High School in 1987, before attending the University of Florida. At the University of Florida, Jon played on both the baseball and football teams and is a proud member of the Alpha Tau Omega Fraternity. After graduating from UF with a Bachelor of Science degree in 1991, Jon moved back to Sarasota and began his career in the Financial Industry. He has been working in the financial services industry serving high net worth clients and corporations for over 23 years. Jon has strong ties to the community of Sarasota and focuses on helping the area youth. Jon serves as the Chairman of the foundation board at the Sarasota Boys and Girls Club and has been the quarterback coach for Sarasota High's football team for the past seven years. Jon is also a member of the Board of Directors for the Sarasota County University of Florida Gator Club, a board member for ITN Sarasota, a member on The Sarasota County Sheriff's Advisory Board and President of the Southwest Florida Sunrise Success BNI chapter. Before founding LCM Capital Advisors, Mr. Lee worked for Raymond James, Legg Mason and Smith Barney where he served as Vice President of Investments. Jon serves as the Managing Partner and Chief Executive Officer of Wealth Management of LCM Capital Advisors.
Email:
Jon@lcmcapitaladvisors.com
Phone:
941-822-0401

Pamela comes to LCM Capital Advisors with over 30 years of experience in the investment arena. Before she joined the firm in 2010 as the Manager of Operations, Pamela gained valuable industry knowledge and insight while working at stalwart Wall Street firms Dean Witter, Kidder Peabody, Prudential, Raymond James and Morgan Stanley. With a keen working knowledge of operational development, Pamela's role as liaison to upper management assures efficient integration of administrative and sales protocols. FINRA Series 99 Registered Operations Professional. Pamela studied Finance and Psychology at Howard University in Washington, D.C. while on an athletic scholarship; where she competed in volleyball leading to a semi-pro career and coaching opportunities in the sport. When not working, Pamela enjoys living the "Florida lifestyle" with her husband Barry and their dog Rosie. An avid sports enthusiast with a competitive spirit, Pamela brings a determination and strong work ethic to her current position. Pamela is a Certified Notary Public for the state of Florida and a Professional Signing Agent. Pamela is a proud member of the following associations: National Association of Professional Women (NAPW) Women Athletes Business Network (WABN) United Negro College Fund (UNCF)
Email:
Pam@lcmcapitaladvisors.com
Phone:
941-822-0401

Originally born in Memphis, Tennessee, Drew was two years old when his family moved to Sarasota, FL. Drew attended Pine View School for the Gifted and after graduating from Florida State University's College of Business in Tallahassee, FL, Drew began work as a finance and insurance manager at a Nissan dealership in Georgia. After moving back to his home town of Sarasota, FL he began a career in the Financial Services Industry at LCM Capital Advisors. Through years of gaining investment knowledge and experience, Drew has developed his investment strategies and techniques to adapt to each of his individual clients' goals and objectives. Through community involvement, LCM Capital Advisors has helped Drew strengthen his practice and grow relationships with Sarasota County residents.
Email:
Drew@lcmcapitaldadvisors.com
Phone:
941-822-0401

Joseph A. Romano has been a Financial Advisor for more than 30 years. Joseph began his career in Syracuse, New York after graduating with a Bachelor's Degree in Economics from the University of Buffalo. During his time at the University of Buffalo, Joseph completed the FINRA Series 6, 63, 7, 65, Life and Health Licenses which allowed him to provide financial services to clients in Florida, New York, Connecticut, Massachusetts, and New Hampshire. Prior to joining LCM Capital Advisors in 2015, Joseph managed his own Financial Advising firm, J.A. Romano & Associates. Currently, Joseph manages over $45 Million in assets and provides his customers with diverse financial strategies to best fit their financial needs. During his free time, Joseph has spent many years coaching his son's lacrosse teams. He enjoys spending time with his family, biking, tennis, mentoring at the YMCA.
Email:
jromano@lcmcapitaladvisors.com
Phone:
941-822-0401

Gerry has been a Financial Consultant for well over 50 years, starting his career in 1968 with Merrill Lynch in Hartford, CT. Originally from Springfield, MA, Gerry moved to Hartford, CT in the 1960's where he started his career in the Financial Services Industry.

In 1977, Gerry joined E.F. Hutton and after 3 years in the Hartford office he had the opportunity to relocate and participate in the opening of E.F. Hutton on the waterfront in Newport, RI. In 1984, Gerry accepted a position with Paine Webber where he worked until he rejoined Shearson Lehman Brothers, which had merged with E. F. Hutton. In 1994, Gerry and his wife Suzette discovered Longboat Key, FL and transferred to the Sarasota office of Smith Barney as Senior Vice President where he continued to work until retirement in 2008. With urging from previous clients and an invitation from a former co-worker, Gerry returned to the Financial Services Industry in 2010 as Senior Vice President - Wealth Management with LCM Capital Advisors.

Gerry has served and continues to serve on various Boards: Zoning Board, Newport, RI; Temple Shalom, President and Trustee, Newport, RI; Naushop Homeowner's Association, President and Board Member, Nantucket, MA; and Temple Beth Israel, Board and Endowment Committee Member, Longboat Key, FL.

Gerry and Suzette have three sons and three grandchildren located in Virginia, Georgia and Florida. Outside of work Gerry enjoy's time with the family, reading, golfing, sailing and vacationing at their home in Newport.
Email:
Gerry@lcmcapitaladvisors.com
Phone:
941-822-0401